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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. Industry-specific workflows and built-in document tracking give you a complete solution using Salesforce Industries.

Industry 294
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Generative AI – 7 Lessons That Tate Taught Us

South State Correspondent

Tate ingests currently approved documents and provides natural language answers to our employees. Our current state is an intranet built on ServiceNow , allowing employees to search for various documents to answer questions. A banker’s job is attracting and managing customers, understanding risk, and pricing it appropriately.

US 195
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The top lending & credit risk blogs of the year

Abrigo

Takeaway 2 The top lending and credit blog posts focused on the benefits of banking technology, interest rate management, and developing risk ratings. They’ve also focused on managing interest rate risk in a rising rate environment. But the benefits of automation are a key part of the customer experience.

Lending 221
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Today In B2B: Amex Enhances Early B2B Payment, Paylocity Buys Samepage

PYMNTS

“As we continue to focus on enabling digital payments beyond our traditional Corporate Cards, we are investing in solutions to improve the buyer and supplier experience and help solve common B2B payment-related pain points,” said Daniel Brachfeld , vice president for supply chain solutions at American Express. 16) press release.

Payments 144
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Increasing Digital Banking Options Put Pressure On Big Lenders To Adapt

PYMNTS

Banks are good at creating pain points by making customers sign several forms and documents, Dimon told Sibos attendees. “We unveiled its next generation of operating software for ATMs, designed to integrate the now decades-old cash-dispensing machines into the digital age. We've got to do more of it.”. On Monday (Oct. 5) NCR Corp.

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Top 5 Decision Management Posts for 2020: AI to Platform

FICO

Here are the 5 most popular 2020 posts on decision management. #1. The ROI will come not only from efficiency in the operations themselves but also from cost of capital and stability gains throughout the enterprise. It is possible to increase resiliency without increasing operating costs.

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SMBs Explore Financing Options For Their Digital Transformations

PYMNTS

He pointed to the need for SMBs to remain competitive and provide consumers a best-in-class end-user experience that can often only be achieved with modern technology. Rather than procure an item outright, there are advantages to obtaining equipment financing to secure the technologies SMBs need. ”

Capital 168